We use essential cookies to run MerryDiv. With your permission, Google Analytics, Amplitude, and Meta measure visits, signups, trial starts, and advertising performance. Optional tracking stays off until you accept.

Skip to main content

Dividend tracking,
made simple.

Link your accounts. Let MerryDiv do the tracking.

Automatically bring available holdings and dividend payments from supported brokerage accounts into one clear view. See what you’ve received, what’s estimated next, and how your income changes over time.

Create free accountView plans

Manual tracking is free. Brokerage sync requires a subscription.

No credit card required to create an account.

Read-only access via Plaid. No trading or money movement.

See MerryDiv in actionExample portfolio
20 seconds

Your dividend income, in one view.

See your monthly average and annual projection together.

Automatic brokerage sync

Connect your brokerage.
Let MerryDiv do the tracking.

Automatically bring available holdings and dividend payments into your dashboard.

  • Charles SchwabAuto-sync
  • FidelityAuto-sync
  • VanguardAuto-sync
  • RobinhoodAuto-sync
  • E*TRADEAuto-sync
  • Merrill EdgeAuto-sync
  • And moreSupported accounts
See brokerage coverage
Brokerage sync requires a subscription and is available for supported US and Canadian accounts through Plaid, including accounts at Fidelity, Charles Schwab, Vanguard, E*TRADE, Robinhood, and Interactive Brokers. Account eligibility and available holdings and dividend history vary by institution. See our Canada guide for Questrade, Wealthsimple, and other Canadian brokers. For brokerages outside Plaid's coverage (UK, EU, Asia, Australia), you can manually add holdings for securities available in MerryDiv.

Brokerage sync requires a subscription. Account eligibility and available data vary by institution and account type.
You can also track manually for free.

Dashboard Preview

Your Dividends and Portfolio at a Glance

Your dividend income, portfolio breakdown, and recent payments — all on one screen.

MerryDiv dashboard showing dividend income, monthly income chart, recent and upcoming payments, and portfolio value.View full-size dashboard
How It Works

New to dividend tracking? Start here.

Start with your first holding or connect a supported brokerage account with a subscription. Follow your dividend income without maintaining a spreadsheet.

1

Create Your Account

Create a free account. No credit card is needed to get started.

2

Add Your First Holding

Enter a holding and dividend payments manually for free, or subscribe to import available data from supported brokerage accounts through Plaid.

3

Understand Your Income

See dividends recorded as received. With a subscription, explore estimated upcoming payments—projections that can change, not guaranteed income.

Learn the basics in our beginner’s guide →

Features

Track your income. Understand your holdings.

Start with free manual tracking. Add supported brokerage sync and Portfolio X-Ray with a subscription.

Free manual tracking

Add holdings and dividend payments yourself. Keep unlimited manual portfolios in one place, with no brokerage connection required.

Supported brokerage sync

Spend less time updating your accounts. Subscribe to sync available holdings and dividend payments from supported brokerages through Plaid.

Portfolio X-Ray

See beyond your fund names. With a subscription, explore estimated company exposure and overlap across direct stocks and supported funds.

Your Accounts, One View

Bring supported retirement and taxable accounts together, or add holdings and payments manually. See your combined dividend income.

Portfolio Insights

See how your holdings spread across sectors, countries, and asset types. Understand where your portfolio is concentrated.

Read-Only Access

Connect through Plaid without sharing your brokerage password with MerryDiv. MerryDiv cannot trade or move money.

iOS App

Check your dividend income anywhere. The MerryDiv iOS app syncs seamlessly with the web app — dashboard, payouts, and portfolio detail in your pocket.

Explore dividend tracking Explore portfolio tracking
Portfolio X-Ray

See what’s inside your funds

Different funds can own the same companies. See your estimated company exposure across direct stocks and supported ETFs and mutual funds, and discover overlapping holdings across your accounts.

Explore Portfolio X-Ray

Portfolio X-Ray is included with every MerryDiv subscription on web and iOS. Coverage and holdings dates vary by fund.

Illustrative $100,000 portfolio · not live data
What you hold
AAPL$10,000
VTI$50,000
VOO$40,000
Look inside with X-Ray
Underlying companyValue · portfolio weight
  • AppleDirect + VTI + VOO
    $14,90014.9%

    $10,000 direct + $2,500 in VTI + $2,400 in VOO

  • NVIDIAVTI + VOO
    $5,8005.8%
  • MicrosoftVTI + VOO
    $4,9004.9%
  • TeslaVTI + VOO
    $1,5501.55%
  • And many more…Other holdings through VTI + VOO
    $72,85072.85%

A preview of the companies behind your funds. Example fund weights are illustrative, not current allocations.

Why MerryDiv

Built around your dividend income

MerryDiv began with a practical problem: following dividend income across multiple brokerage accounts took too much manual work. That still shapes the product today.

A place for your first dividend portfolio

Start with free manual tracking and learn what your holdings pay. Our beginner’s guide explains the terms you’ll see along the way.

A shared view as your accounts grow

Bring supported brokerage connections and manual entries into the same dashboard. Follow your income across multiple accounts, with paid sync when you want to spend less time updating them.

Context for the income you’re building

See payments received, explore estimates, and understand the holdings behind them. Whether you’re reinvesting today or tracking income in retirement accounts, MerryDiv keeps that picture together.

One focus, from the dashboard to the research tools: helping you understand your dividend income. More about MerryDiv

Free tools & research

Explore dividend investing

Try a calculator, look up a dividend stock, or learn the basics. These resources are open to everyone.

Plan your income

Explore income goals, dividend growth, and reinvestment with our free calculators.

Explore calculators

Research dividend stocks

Browse companies and funds, then dig into available yield data and payment history.

Browse dividend stocks

Learn at your own pace

Find guides for getting started, managing multiple accounts, and planning dividend income.

Read the guides
Pricing

Start free. Upgrade when you want more.

Keep manual tracking free, or spend less time updating with a paid plan.

Less manual updating

Sync available holdings and dividend payments from supported brokerage accounts.

A clearer income outlook

Explore estimated payments over the next 12 months with the dividend calendar.

See inside your funds

Unlock the full available Portfolio X-Ray breakdown to explore company exposure and fund overlap.

All paid plans include these features. Choose how many supported brokerage connections you need.

Free
$0forever

For tracking holdings and payments yourself. Unlimited manual portfolios.

Start free
Starter
$5.99/month

For up to 2 supported brokerage connections, plus unlimited manual portfolios.

Choose Starter
Most popular
Expert
$9.99/month

For up to 5 supported brokerage connections, plus unlimited manual portfolios.

Choose Expert
Ultimate
$19.99/month

For up to 10 supported brokerage connections, plus unlimited manual portfolios.

Choose Ultimate

Paid prices shown are billed monthly. Review available trial offers and renewal terms at checkout.

Available on iOS

Your dividends in your pocket.

Native iOS app — check your projected annual income, portfolio detail, and recent payouts from your phone. Syncs seamlessly with the web.

MerryDiv iOS app dashboard: forward 12-month dividend income, income goal progress, monthly bar chart, and recent payouts.
Scan to download MerryDiv
Scan to download
FAQ

Frequently Asked Questions

MerryDiv is a dividend tracker for following income across supported connected accounts and manual entries. Manual tracking is free; brokerage sync requires a subscription. It brings available dividend payments, income estimates, and portfolio diversification into one view.
Yes. Start by adding your first holding and dividend payments manually for free—no brokerage connection or credit card is needed. With a subscription, you can sync available data from supported brokerage accounts. Received dividends are payments recorded in your account; estimated upcoming payments are projections that can change. MerryDiv helps you organize and understand your dividend income, but does not recommend investments.
You can enter holdings and dividend payments manually for free. With a subscription, connect supported brokerage accounts through Plaid to import holdings and dividend history reported by your institution. Available payments are added when brokerage data refreshes; refresh timing and the amount of history provided vary by institution.
Brokerage sync requires a subscription and is available for supported US and Canadian accounts through Plaid, including accounts at Fidelity, Charles Schwab, Vanguard, E*TRADE, Robinhood, and Interactive Brokers. Account eligibility and available holdings and dividend history vary by institution. See our Canada guide for Questrade, Wealthsimple, and other Canadian brokers. For brokerages outside Plaid's coverage (UK, EU, Asia, Australia), you can manually add holdings for securities available in MerryDiv.
Connecting a supported brokerage account requires a subscription. Plaid handles authentication and gives MerryDiv read-only access to holdings and transactions made available by your institution. MerryDiv cannot trade or move money, and your brokerage credentials are never stored on MerryDiv's servers. Learn more about our security
The Free plan includes unlimited manual portfolios and transactions, with a 6-month dividend chart. Brokerage sync requires a subscription. Paid plans start at $5.99/month and add connections to supported brokerage accounts, available dividend history beyond six months, the dividend calendar with 12-month projections, Portfolio Insights, and CSV export. Imported holdings and payment history depend on the data your institution reports. See all plans
Yes! MerryDiv has a native iOS app available on the App Store. Track your dividends on the go, view your portfolio, and monitor your passive income from anywhere. Your data syncs seamlessly between the web and mobile app.
MerryDiv focuses on dividend income: payments received, income over time, estimated upcoming payments, and portfolio exposure. If you use another tool for budgeting or net worth, MerryDiv can give your dividend tracking a dedicated place. Compare current features and brokerage coverage to choose what fits your needs.
You can track taxable and retirement accounts together. Connecting supported accounts requires a subscription; eligibility and reported holdings and payment history vary by institution and account type. You can enter holdings and dividend payments manually for free when an account cannot be connected. Learn more about tracking dividends in retirement accounts.
Yes. You can add holdings manually by ticker, useful for accounts not supported by Plaid, international brokerages, or if you'd rather not connect your account. Manual holdings are completely free and don't require a subscription, with basic tracking and price refresh. Premium history and forecasting limits still apply. See how multi-account tracking works.
Yes. MerryDiv estimates forward dividend income from your holdings and available distribution data. Future amounts and payment dates can change. Paid plans add the dividend calendar with 12-month projections, available dividend history beyond six months, Portfolio Insights, and CSV export.
Yes. With a subscription, you can sync available holdings and dividend payments reported by supported US and Canadian brokerage accounts through Plaid. You can also add supported international securities and dividend payments manually for free. Search for your ticker to check availability. ADRs reported by supported connected US accounts can appear alongside your other holdings; market and distribution data coverage varies. See how international tracking works.
Yes. Paid plans include CSV export of the dividend history available in MerryDiv — useful for tax prep, your own spreadsheet analysis, or moving data into another tool. See paid plans.
Brokerage sync requires a subscription and imports the holdings and payment history reported by supported accounts through Plaid. Available data and refresh timing vary by institution; verify any discrepancy against your brokerage records. Stock yields use indicated forward yield when available; fund yields use trailing 12-month cash distributions. Market data comes from public providers and is refreshed regularly. If you spot a discrepancy, email [email protected] — we take data accuracy seriously.

Stop tracking dividends in a spreadsheet.

Track your holdings and dividends manually for free, with no credit card required. Subscribe to connect supported brokerage accounts and import the holdings and dividend payments they report.

Get Started for Free